Installation Tracking

Overview

The Business → Installations menu groups three complementary views of the installations created from your setup templates:

A switcher at the top right of each view (list, board and calendar icons) lets you move from one to another.

Prerequisite: these views are only as useful as your template configuration. Before starting, go through Setting Up Your Templates Right from the Start.

List

The list is the reference view: a table of all installations, with search, filters and sorting. It is the page that opens when you click Installations.

Click an installation to open its page: general information, customer, folder, technician, and all tasks with their progress. The Edit button at the top right lets you change its details (name, internal notes, delivery and porting dates…).

Status Board

The status board shows installations as cards, arranged in columns according to the step they are at.

The Columns

• One column per active phase type, in the order and with the colour set in Settings → Management → Installation → Phase types. An installation sits in the column of its current phase's type, i.e. the first phase that still has an open task.
• Other: installations whose current phase has no type (or an inactive one).
• Completed: closed installations.

Cards move by themselves: when the last task of a phase is completed, the installation moves to the next phase's column. The board therefore always reflects real progress; cards cannot be moved by hand.

A column can be collapsed with the arrow in its header, to focus on the others. This choice is remembered.

What a Card Shows

• the installation name (click it to open its page);
• the customer;
• the installation category tag, in the category's colour;
• the folder and the folder's technician;
• in the card footer, the installation's age in days compared to its category's usual delay (e.g. "12 d / 30 d"). It turns orange from 70 % of the delay and red once the delay is exceeded;
• the percentage of completed tasks, with a progress bar (cancelled or skipped tasks are not counted).

Closing or Reopening an Installation

An installation may be finished while a few unimportant tasks remain, or left open by mistake. To close it, open the card menu (the three dots, or right-click the card) and choose Close installation. It moves to the Completed column; its remaining tasks are left untouched.

A closed installation can be reopened the same way with Reopen installation: it goes back to its current phase's column.

These actions are reserved for users allowed to edit installations.

Filtering the Board

The Filters button lets you show only:

• some installation categories (e.g. only 3CX deployments, or hide trainings);
• installations with at least one task assigned to some team members, for instance your team.

Your filters are remembered for your session: a team lead gets straight back to their team's view.

Planning

The planning shows each team member's workload, day by day, based on the installation tasks assigned to them and their due date.

Reading the Planning

• One row per team member with running tasks, with next to their name the total hours planned over the period and their capacity (e.g. "26h / 40h").
• Each day is split into one-hour slots (8 by default). Each task takes a height proportional to its estimated duration: 30 minutes, 2 hours, a full day…
• Tasks are coloured by their task category. They show their title and, when there is room, the customer and duration. Hover a task for details; click it to open it.
• Completed tasks are faded.
• Under each day, the day's total (e.g. "5h / 8h"). An overbooked day is shown in red, with a dotted line at the capacity limit.

Navigating and Filtering

The arrows next to the dates move from one week to another. By default, the planning shows one week from Monday to Friday.

The Filter button lets you choose:

• the task categories to show;
• the team members to show (your team, for instance);
• the number of weeks shown (up to 4);
• whether weekends are shown.

As with the status board, your filters are remembered for your session. Reset & Close goes back to the default view.

Tip: to find a free slot for a new visit, filter on the technicians concerned and show two weeks: the lightly loaded days stand out.